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A reverse summer lull
 
China steel market booming, but steel demand growth about to slow dramatically
 
Lower USA spot sheet prices; rising prices elsewhere
 
The new 'king' of the mountain -- Mittal Steel
 
2005 -- A repeat of 2004?
 
Buyers bottom-fishing
 
WSD's replay of its start-of-year industry conference call
 
China's not a long-term threat
 
World hot-rolled band export price may have peaked
 
Volcanic eruption in steelmakers' costs since 2002
 
Steel mills' cash flows surge
 
What's the global steel pricing outlook for the second half of 2004?
 
Hot-rolled band spot pricing remains under pressure
 
USA steel output unusually low. Chinese steel output unsustainably high
 
What's the outlook for Chinese steel production?
 
The herd follows the trend
 
Temperature shows early signs of rising to the boiling point outside of China
 
New Pieces to the Chinese Steel Puzzle
 
Chinese steel production unsustainable
 
Market in early recovery
 
Chinese steel sheet market vacillating at "death spiral" levels
World HRB export price down about $20 per tonne
Drama intensifies for the world’s #1 steel producer
 
Steel Sheet Shortage Odds Raised to 50%
 
Tenacity and a potent public relations effort wins the prize
 
Hot-rolled band prices still soaring
 
Buyers win two rounds in steel’s boxing ring
 
China’s export tax rebate for steel products cut to 8% from 11%
China’s export tax rebate on steel products was cut to 8% from 11%. Might the long-anticipated move drive down the Chinese hot-rolled band (HRB) domestic price by $15 per tonne, rather than dampen exports?
New World Cost Curve published
 
Steel sheet markets "sticky" on the downside.
 
China price remains "disconnected" from the world
 
Hot-rolled band shortage odds boosted to 70% from 65%
 
The HRB steel shortage of 2007
 
Summer swoon. World export and USA hot-rolled band spot prices set to weaken.
 
Chinese steel exports not yet restrained
 
World-Class Steelmakers positioned to win. Winners get stronger. Losers get weaker.
 
World HRB price may bottom as soon as September 2007.
 
World HRB export price upturn likely despite growing Chinese oversupply.
 
Global hot-rolled band market starting to rally.
 
Hot-rolled band shortage likely by, or before, early 2008.
 
World HRB export price may decline temporarily
 
Steel Mill Risks Growing for 2008
 
Steel's Brave New World
 
HRB Export Price May Erupt to An All Time High by a Sizable Margin
 
Steel Price Volcano Blow-Out!
 
The Steel Price ROCKET SHIP
 
The truth: Pricing volatility and disparities widening in steel boom.
 
Scrap Rules
 
China iron ore production increases will reduce demand for imported ore in the second half of 2008
 
Thunderstorm Alert
 
HRB export price may plummet further, bottom out in September
 
Urge to Merge hits China
 
Demand Destruction. Less confidence = less credit = less consumption
 
Steel's Past is the Future. Cyclicality like the old days. MORE RISK - MORE REWARD.
 
Speed Bump in the New Continuum
 
Spot HRB Prices off the Bottom
 
Global output in 2009 likely to drop the most since 1932
 
Steelmakers' financials imploding. Diminished orders and increased price competition.
 
Steels' great LEAP forward. LEAP=Liquidating Excess inventories As fast as Possible.
 
Hot-rolled band export price RISING. However, a price setback may occur this summer due to increased supply.
 

 

WSD at www.aist.org

 
 

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